Biotech Values

[ghmm]

I heard the Rodman presentation and the most recent conference call. It seems they are near being cash flow positive and 25% of revenue growth should drop to the bottom line. With their unit growth growining nicely I could see the steady growth potential. But I am not familar with the industry, what is the investment thesis? Incremental unit growth in revenue or is there one indication with strong potential or something else? Do you have any suggestions for good (public) comps? TIA.